Records and local rule
Original policy keeps advance T for travel and E for event work separate. T released 500 with accepted travel expenses 300. E released 200 with accepted event expenses 250, including evidenced personal excess. Purpose changes need a separate decision; no cross-purpose netting is allowed here.
| Purpose record | Released | Accepted expenses | Required follow-up |
|---|---|---|---|
| T travel | 500 | 300 | 200 unexplained/return |
| E event | 200 | 250 | 50 excess claim review |
| Combined appearance | 700 | 550 | Net 150 cannot clear either |
Process the recorded case
- Match each expense to its approved purpose
- Compute each advance independently
- Route unused balance and personal excess separately
- Seek a separate purpose-change decision if needed
A surplus in one purpose does not authorise moving it to another without the specified decision.
Check the outcome
What two follow-ups remain instead of a single net 150?
Show the worked answer
T has 500−300=200 to explain or return; E has 250−200=50 for a separate excess claim review. Neither is erased by netting.